Align Wealth Management, LLC Ishares Tr Russell 200 ETF Transaction History

Align Wealth Management, LLC

$118 Billion
Q4 2022

A detailed history of Align Wealth Management, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Align Wealth Management, LLC holds 8 shares of IWL stock, worth $1,167. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,167

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 09, 2023	BUY	$84.55 - $96.02 $676 - $768	8 New	8 $679,000

Others Institutions Holding IWL

# of Institutions

206

Shares Held

8.2M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

692K
Shares

$101 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

587K
Shares

$85.6 Million
0.01% of portfolio
Tompkins Financial Corp

577K
Shares

$84.1 Million
7.69% of portfolio
Gilbert & Cook, Inc.

517K
Shares

$75.4 Million
10.44% of portfolio
Ameriprise Financial Inc Minneapolis, MN

350K
Shares

$51 Million
0.01% of portfolio

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About ISHARES TR RUSSELL 200 ETF

Ticker IWL
Sector ETFs
Industry ETFs

More about IWL

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Align Wealth Management, LLC Ishares Tr Russell 200 ETF Transaction History